TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.82B
1-Year Est. Return 15.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.44B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,574
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$18.3M
3
+$17.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.5M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$15.3M

Top Sells

1
+$14.4M
2
+$5.63M
3
+$4.47M
4
AVGO icon
Broadcom
AVGO
+$4.32M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.14M

Sector Composition

1 Technology 7.03%
2 Financials 4.53%
3 Healthcare 3.19%
4 Industrials 2.87%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$900 ﹤0.01%
46
-2,052
1352
$897 ﹤0.01%
22
1353
$889 ﹤0.01%
17
1354
$888 ﹤0.01%
+26
1355
$875 ﹤0.01%
5
1356
$872 ﹤0.01%
17
+6
1357
$870 ﹤0.01%
9
1358
$863 ﹤0.01%
+43
1359
$861 ﹤0.01%
6
1360
$853 ﹤0.01%
12
+2
1361
$843 ﹤0.01%
12
-6
1362
$831 ﹤0.01%
24
1363
$828 ﹤0.01%
14
1364
$825 ﹤0.01%
+8
1365
$822 ﹤0.01%
+19
1366
$821 ﹤0.01%
15
1367
$814 ﹤0.01%
42
1368
$813 ﹤0.01%
+221
1369
$812 ﹤0.01%
157
1370
$805 ﹤0.01%
14
1371
$801 ﹤0.01%
+33
1372
$801 ﹤0.01%
+4
1373
$801 ﹤0.01%
+8
1374
$796 ﹤0.01%
+5
1375
$796 ﹤0.01%
+103
53 54
55
56 57